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Tax Senior Manager - Private Client

KPMG-UnitedKingdom

Bristol

On-site

GBP 60,000 - 90,000

Full time

2 days ago
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Job summary

KPMG-UnitedKingdom seeks a Senior Manager for their Private Client tax team in Bristol. The role involves delivering quality tax solutions to high net worth clients, managing a team, and generating new business opportunities in a dynamic environment.

Qualifications

  • Proven record in private client advisory matters.
  • Strong technical specialist knowledge on tax planning and reliefs.
  • Ability to engage C-suite executives.

Responsibilities

  • Lead delivery of quality tax solutions to clients.
  • Build and maintain client relationships for advisory opportunities.
  • Project manage complex tax advice implementation.

Skills

Personal tax knowledge
Client relationship building
Commercial awareness
Project management
Team leadership

Education

ACA, CA, CTA, ACCA or equivalent

Job description

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Client:

KPMG-UnitedKingdom

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8cd77c221fb7

Job Views:

45

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

Job description

The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager in Bristol.

We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions.

You would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals.

Responsibilities
• Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.
• You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets.
• Assist in the management of the local team and take responsibility for the coaching and development of other team members.
• Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction.
• Assessing client's personal tax position before developing and researching innovative solutions.
• Project managing the delivery of complex tax advice and the subsequent implementation of that advice.
• Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls

Qualifications and Skills
• ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience

Experience and Background
• Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning.
• Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners.
• Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities.
• A passion for delivering exceptional service achieved by strength and depth of client relationships.
• Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team.
• A strong team ethic and the ability to grow resources and personally invest both within your immediate peer group but also more widely across the firm.
• Be a self-starter who grasps market opportunities to develop new business.

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Created on 22/06/2025 by TN United Kingdom

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